Texas Capital Bank Wealth Management Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798K	Sell	14,102 -500	-3%	-$29K	0.05%	157
2025 Q4	$830K	Buy	+14,602	New	+$820K	0.05%	154

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SPYV Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.4% in Q1 2026, selling an estimated $29K and leaving 14,102 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #157.

Texas Capital Bank Wealth Management Services first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. The position peaked at $830K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Texas Capital Bank Wealth Management Services held 14,102 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $798K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 500 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $29K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #157 holding.
Texas Capital Bank Wealth Management Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
Texas Capital Bank Wealth Management Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $830K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.